See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,863 | $81,460-79.3% | $103,333-83.7% | $80,856-79.1% |
| Participation rate | 58.0% | 66.8%-8.8pp | 74.5%-16.5pp | 67.6%-9.6pp |
| Annual return | 7.15% | 25.55%-18.4pp | 24.88%-17.7pp | 35.59%-28.4pp |
| Employer contribution / active EE | $3,355 | $3,105+8.0% | $3,868-13.3% | $2,755+21.8% |
| Participant deferral / active EE | $2,095 | $3,869-45.9% | $5,057-58.6% | $4,296-51.2% |
| Admin fee / account holder | $1,254 | $6,566-80.9% | $8,355-85.0% | $6,918-81.9% |